Total reported value
$522.3M
Reporting period: 2026-03-31 · Number of holdings: 84
STEMPOINT CAPITAL LP disclosed 84 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $522.3M and a quarterly turnover rate of 96.7%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"
Add RVMD
+515.2% $23.0M
Add SRRK
-2.4% $11.9M
Trim 430
-76.7% -$17.3M
Trim TWST
-91.7% -$14.4M
Add MBX
+535.8% $12.4M
Add PRAX
+167.1% $11.9M
Showing top 76 holdings (of 84 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 9.86% | +3.08% | -2.44% | |
| 2 | ABVX | Abivax Sa-adr | Stock-Other | 6.69% | -2.37% | -19.91% | |
| 3 | SNDX | Syndax Pharmaceuticals INC | Stock-Other | 5.45% | — | +1.97% | |
| 4 | RVMD | Revolution Medicines INC | Stock-Healthcare | 5.34% | +4.49% | +515.22% | |
| 5 | IMVT | Immunovant INC | Stock-Other | 3.60% | — | +31.25% | |
| 6 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.47% | +2.41% | +167.09% | |
| 7 | MBX | Mbx Biosciences INC | Stock-Other | 2.85% | +2.43% | +535.84% | |
| 8 | MLYS | Mineralys Therapeutics INC | Stock-Other | 2.77% | +0.97% | +83.89% | |
| 9 | ELVN | Enliven Therapeutics INC | Stock-Other | 2.73% | +2.73% | NEW | |
| 10 | CGON | Cg Oncology INC | Stock-Other | 2.66% | +2.66% | NEW | |
| 11 | BHVN | Biohaven Ltd. | Stock-Other | 2.58% | +2.58% | NEW | |
| 12 | SRZN | Surrozen INC | Stock-Other | 2.58% | — | -15.19% | |
| 13 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 2.05% | -1.55% | -60.09% | |
| 14 | EYPT | Eyepoint INC | Stock-Other | 2.00% | +0.89% | +129.13% | |
| 15 | ARQT | Arcutis Biotherapeutics INC | Stock-Other | 1.87% | — | +84.12% | |
| 16 | GPCR | Structure Therapeutics INC | Stock-Other | 1.85% | -2.34% | -42.96% | |
| 17 | AMLX | Amylyx Pharmaceuticals INC | Stock-Other | 1.78% | — | +18.50% | |
| 18 | DYN | Dyne Therapeutics INC | Stock-Other | 1.76% | -1.04% | -39.41% | |
| 19 | EWTX | Edgewise Therapeutics INC | Stock-Other | 1.75% | — | -19.40% | |
| 20 | CYTK | Cytokinetics INC | Stock-Healthcare | 1.64% | — | -11.84% | |
| 21 | SYRE | Spyre Therapeutics INC | Stock-Other | 1.62% | +1.44% | +417.67% | |
| 22 | DNLI | Denali Therapeutics INC | Stock-Other | 1.57% | — | +1.79% | |
| 23 | XENE | Xenon Pharmaceuticals INC | Stock-Other | 1.57% | -1.11% | -59.62% | |
| 24 | CLDX | Celldex Therapeutics INC | Stock-Other | 1.54% | +1.54% | NEW | |
| 25 | TYRA | Tyra Biosciences INC | Stock-Other | 1.47% | +1.47% | NEW | |
| 26 | PTGX | Protagonist Therapeutics INC | Stock-Other | 1.46% | — | +22.12% | |
| 27 | DNTH | Dianthus Therapeutics INC | Stock-Other | 1.37% | — | +7.84% | |
| 28 | CELC | Celcuity INC | Stock-Other | 1.31% | -0.71% | -49.24% | |
| 29 | DFTX | Definium Therapeutics INC | Stock-Other | 1.18% | +1.18% | NEW | |
| 30 | BIOA | Bioage Labs INC | Stock-Other | 1.13% | +1.13% | NEW | |
| 31 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.11% | — | +147.12% | |
| 32 | ACAD | Acadia Pharmaceuticals INC | Stock-Healthcare | 1.03% | +1.03% | NEW | |
| 33 | ASMB | Assembly Biosciences INC | Stock-Other | 0.99% | — | +18.32% | |
| 34 | ALMS | Alumis INC | Stock-Other | 0.97% | +0.97% | NEW | |
| 35 | NRIX | Nurix Therapeutics INC | Stock-Other | 0.94% | +0.94% | NEW | |
| 36 | ✓ | Zura Bio LTD | Stock-Other | 0.86% | +0.86% | NEW | |
| 37 | EVMN | Evommune INC | Stock-Other | 0.84% | — | +184.15% | |
| 38 | TNGX | Tango Therapeutics INC | Stock-Other | 0.80% | +0.80% | NEW | |
| 39 | FTH | Faeth Therapeutics INC | Stock-Other | 0.80% | +0.80% | NEW | |
| 40 | RLMD | Relmada Therapeutics INC | Stock-Other | 0.80% | +0.80% | NEW | |
| 41 | ERAS | Erasca INC | Stock-Other | 0.74% | — | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | — | -55.96% | |
| 43 | XFOR | X4 Pharmaceuticals INC | Stock-Other | 0.67% | — | -5.31% | |
| 44 | PCVX | Vaxcyte INC | Stock-Other | 0.66% | — | — | |
| 45 | WHWK | Whitehawk Therapeutics INC | Stock-Other | 0.62% | — | -35.61% | |
| 46 | ✓ | Helix Acquisition CORP Iii | Stock-Other | 0.59% | — | — | |
| 47 | TENX | Tenax Therapeutics INC | Stock-Other | 0.58% | — | — | |
| 48 | ALKS | Alkermes plc | Stock-Healthcare | 0.54% | — | — | |
| 49 | PHVS | Pharvaris N.V. | Stock-Other | 0.47% | — | +48.38% | |
| 50 | IVVD | Invivyd INC | Stock-Other | 0.47% | — | +89.38% |
Performance for Q3 2026
+14.4%
Performance Last 4 Quarters
+107.9%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 84 | $522.3M | 97 | |
| 2025-12-31 | 78 | $583.2M | 100 | |
| 2025-09-30 | 90 | $499.1M | 100 | |
| 2025-06-30 | 54 | $311.6M | 0 | |
| 2025-03-31 | 62 | $313.7M | 0 | |
| 2024-12-31 | 58 | $400.6M | 0 | |
| 2024-09-30 | 58 | $334.0M | 0 | |
| 2024-06-30 | 44 | $340.3M | 0 | |
| 2024-03-31 | 63 | $378.3M | 0 | |
| 2023-12-31 | 70 | $374.8M | 0 |
Stempoint Capital LP's most significant position changes for 2026-03-31: Sold out: Centessa Pharmaceuticals-adr (260); Sold out: Arcellx INC (ACLXGBX); New buy: Enliven Therapeutics INC (ELVN); New buy: Cg Oncology INC (CGON); New buy: Biohaven Ltd. (BHVN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines INC | +4.5% | +515.22% | Add |
| 2 | SRRK | Scholar Rock Holding CORP | +3.1% | -2.44% | Trim |
| 3 | MBX | Mbx Biosciences INC | +2.4% | +535.84% | Add |
| 4 | PRAX | Praxis Precision Medicines I | +2.4% | +167.09% | Add |
| 5 | SYRE | Spyre Therapeutics INC | +1.4% | +417.67% | Add |
| 6 | MLYS | Mineralys Therapeutics INC | +1% | +83.89% | Add |
| 7 | EYPT | Eyepoint INC | +0.9% | +129.13% | Add |
| 8 | CELC | Celcuity INC | -0.7% | -49.24% | Trim |
| 9 | DYN | Dyne Therapeutics INC | -1% | -39.41% | Trim |
| 10 | XENE | Xenon Pharmaceuticals INC | -1.1% | -59.62% | Trim |
| 11 | ROIV | Roivant Sciences Ltd. | -1.6% | -60.09% | Trim |
| 12 | GPCR | Structure Therapeutics INC | -2.3% | -42.96% | Trim |
| 13 | ABVX | Abivax Sa-adr | -2.4% | -19.91% | Trim |
| 14 | TWST | Twist Bioscience CORP | -2.4% | -91.68% | Trim |
| 15 | 430 | Terns Pharmaceuticals INC | -3% | -76.70% | Trim |
| 16 | 260 | Centessa Pharmaceuticals-adr | — | EXIT | Sold out |
| 17 | ACLXGBX | Arcellx INC | — | EXIT | Sold out |
| 18 | ELVN | Enliven Therapeutics INC | — | NEW | New buy |
| 19 | CGON | Cg Oncology INC | — | NEW | New buy |
| 20 | BHVN | Biohaven Ltd. | — | NEW | New buy |
| 21 | MDGL | Madrigal Pharmaceuticals INC | — | EXIT | Sold out |
| 22 | ADPT | Adaptive Biotechnologies | — | EXIT | Sold out |
| 23 | PALI | Palisade Bio INC | — | EXIT | Sold out |
| 24 | CLDX | Celldex Therapeutics INC | — | NEW | New buy |
| 25 | TYRA | Tyra Biosciences INC | — | NEW | New buy |
| 26 | DRUG | Bright Minds Biosciences INC | — | EXIT | Sold out |
| 27 | NKTR | Nektar Therapeutics | — | EXIT | Sold out |
| 28 | CLPT | Clearpoint Neuro INC | — | EXIT | Sold out |
| 29 | ✓ | Immatics NV | — | EXIT | Sold out |
| 30 | OCUL | Ocular Therapeutix INC | — | EXIT | Sold out |
| 31 | RYTM | Rhythm Pharmaceuticals INC | — | EXIT | Sold out |
| 32 | DFTX | Definium Therapeutics INC | — | NEW | New buy |
| 33 | APGE | Apogee Therapeutics INC | — | EXIT | Sold out |
| 34 | INCY | Incyte CORP | — | EXIT | Sold out |
| 35 | BIOA | Bioage Labs INC | — | NEW | New buy |
| 36 | IDYA | Ideaya Biosciences INC | — | EXIT | Sold out |
| 37 | ACAD | Acadia Pharmaceuticals INC | — | NEW | New buy |
| 38 | MAZE | Maze Therapeutics INC | — | EXIT | Sold out |
| 39 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 40 | ALMS | Alumis INC | — | NEW | New buy |
| 41 | TRVI | Trevi Therapeutics INC | — | EXIT | Sold out |
| 42 | NRIX | Nurix Therapeutics INC | — | NEW | New buy |
| 43 | VRDN | Viridian Therapeutics INC | — | EXIT | Sold out |
| 44 | ABUS | Arbutus Biopharma CORP | — | EXIT | Sold out |
| 45 | MLTX | Moonlake Immunotherapeutics | — | EXIT | Sold out |
| 46 | ✓ | Zura Bio LTD | — | NEW | New buy |
| 47 | CTMX | Cytomx Therapeutics INC | — | EXIT | Sold out |
| 48 | TNGX | Tango Therapeutics INC | — | NEW | New buy |
| 49 | FTH | Faeth Therapeutics INC | — | NEW | New buy |
| 50 | RLMD | Relmada Therapeutics INC | — | NEW | New buy |
Institutions with a similar AUM
CIK 0001759578
Total reported value
$522.3M
196 stks
2026-06-30
AUM within 0.0% of this institution
CIK 0001135986
Total reported value
$522.2M
503 stks
2014-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001581793
Total reported value
$522.5M
13 stks
2022-03-31
Stale — no recent filing
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001687444
Total reported value
$124.7M
18 stks
2026-03-31
2 of the top 5 holdings overlap, including Abivax Sa-adr
CIK 0001727492
Total reported value
$1.5B
28 stks
2026-03-31
2 of the top 5 holdings overlap, including Revolution Medicines INC
CIK 0001839209
Total reported value
$3.8B
6 stks
2026-03-31
2 of the top 5 holdings overlap, including Abivax Sa-adr